Exporting Client Profile Information

Posted: Nov 20, 2019

1. First, log in to ROAMsupport6 by following the steps outlined here.

2. On the sidebar, click on Client Profiles.

3. You will now be presented with the Client Profiles screen.

4. This screen is used to show details about the profiles associated with the logged-in client. It’s important to note that profiles will not show up in the list by default, they must be searched.

If you do not input a search query, a list of all associated client profiles will be returned.

6. As mentioned in the previous step, running an empty search query returns a comprehensive list of profiles associated with the client.

6. To print or export this information, click on the respective buttons in the upper right-hand corner.